All Customers

This section allows you to track all customer information centrally. It includes a list of all customers with their primary details.

Default List View:

Expanded List View:

How to Add a Customer

• Go to Contacts > Add Customer
• Fill in the following details:
  • Customer Name: (Required)
  • Reference ID: (auto-generated if left blank) (e.g., CU0001, CU0002, etc.)
  • Contact Numbers: (Required)
  • Address: (Required)
  • City: (Required)
  • Email: (Optional)
• Click Save

Actions

Edit customer: You can edit customer details (except for the Reference ID).

View customer: View customer details.